MEETING THE FUTURE FINANCIAL PLANNING NEEDS OF CONSUMERS THROUGH TECHNOLOGY

AN ADVISERSOFTWARE.COM REPORT
This report, commissioned by Dynamic Planner and authored by AdviserSoftware.com, explores the transformative potential of technology in financial planning. It highlights the integration of cash flow modelling and goals-based planning to provide advisers with estimates of clients’ future finances under various scenarios and assumptions.

The report finds that firms must invest in technology that aligns with consumer expectations and provides a compelling digital experience. This investment will differentiate firms and attract consumers seeking modern financial advice services.

Please read the “You Should Be Aware” below.

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YOU SHOULD BE AWARE

Dynamic Planner commissioned FTRC to review that this Content is factually correct. FTRC confirms it independently assessed the Content and that Dynamic Planner has had no editorial control over this Content.

This Content is provided for general information only; it does not constitute advice on which third parties should rely.

FTRC’s review did not test the efficacy, accuracy or integrity of the algorithms and assumptions set out in this Content.

FTRC makes no representation, warranty, or guarantee (express or implied) that this Content will be suitable for use by third parties, or that it will be fit for any purpose, or use, by third parties.

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Third parties should seek professional or specialist advice before making use of this Content.

In accordance with FCA requirements any firm adopting this, or similar systems will need to conduct extensive testing to ensure that the outcomes it produces align with their expectations and PROD positioning.